Portfolio Sales Manager

3 days ago

Singapore TALEIX PRIVATE LIMITED Full time

My client is a reputable global bank and they are looking to hire a Portfolio Sales Manager.

As a Portfolio Sales Manager, you will be expected to actively engage and cross-sell to the Small Business Clients accounts in your portfolio to increase the Products Per Client (PPC) to maximise the clients’ affinity to the bank.

**Responsibilities**
- Engage existing portfolio clients to cross-sell products including acquisition of Operating Accounts & Deposits, Wealth Solutions referrals (Bancassurance, Foreign Exchange, Investments), Straight2Bank sign-ups and activation, and referrals of loans products (including Business Instalment Loans, Business Property Loans)
- Actively participate in relevant Sales campaigns for client engagements
- Assist in the periodic reviews of accounts where necessary
- Ensure that there you abide strictly within the code of conduct expected of you within the bank Support your colleagues to jointly strive to grow the business to outperform as a team

**PERFORMANCE MEASURES**
- Ensure portfolio revenue growth via active cross-selling of products, which includes revenue generated from digital channels such as S2B, Operating Account (OPAC), FX revenue etc.
- Ensure quality calls are made for concept-selling to create clients’ awareness
- Number of successful referrals made
- Ensure successful Wealth Solutions referrals
- No substantiated complaints or regulatory breaches

**COMPETENCIES**
- Familiar with client due diligence processes
- Negotiation and closing skills

**WORK ETHIC**
- Punctual at work
- Self-driven, self-motivated, and a pro-active approach toward resolving issues
- Responsive, contactable and accountable to clients and internal stakeholders
- Team player ready to grow business, and ready to cover team members’ duties as necessary
- Appropriate dressing that must meet Bank’s standards

  • Portfolio Sales Manager

    2 weeks ago

    Singapore Convera Full time

    The Portfolio Sales Manager will be responsible for engaging the portfolio of customers in the market to drive revenue, retention and growth. This role involves - Achieving revenue targets in existing portfolio through retention, share of wallet growth and sales - Execute outbound revenue generating engagement with portfolio using data to identify...

  • Portfolio Sales Manager

    3 weeks ago

    Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time

    Roles & Responsibilities[Job ID: 1070945]As a Portfolio Sales Manager, you will be responsible for developing and managing your assigned client portfolio to achieve and exceed annual sales targets and key performance indicators. You'll play a key role in cross-selling a full suite of banking products while participating in strategic sales campaigns...

  • Merchant Growth Manager, Emerging

    4 days ago

    Singapore Sales Full time

    Get to Know the Team The Singapore Commercial team shapes and grows Grab's business in Singapore, contributing to our vision of being Southeast Asia's superapp by delivering everyday services that matter most to consumers. We focus on developing business strategies that help us serve our community, particularly by growing the accounts of F&B businesses...

  • Merchant Account Manager

    2 weeks ago

    Singapore Sales Full time $104,000 - $130,878 per year

    Get to Know the TeamThe Singapore Commercial team shapes and grows Grab's business in Singapore, contributing to our vision of being Southeast Asia's superapp by delivering everyday services that matter most to consumers.We focus on developing business strategies that help us serve our community, particularly by growing the accounts of F&B businesses across...

  • Merchant Account Manager

    4 days ago

    Singapore Sales Full time

    Get to Know the Team The Singapore Commercial team shapes and grows Grab's business in Singapore, contributing to our vision of being Southeast Asia's superapp by delivering everyday services that matter most to consumers. We focus on developing business strategies that help us serve our community, particularly by growing the accounts of F&B businesses...

  • Portfolio Sales Manager

    3 weeks ago

    Singapore GOOD JOB CREATIONS (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesJob Order:1070945As a Portfolio Sales Manager, you will be expected to actively engage and cross-sell to the Small Business Clients accounts in your portfolioResponsibilitiesEngage existing portfolio clients to cross-sell products including acquisition of Operating Accounts & Deposits, Wealth Solutions referrals (Bancassurance,...

  • Sales Portfolio Manager

    1 week ago

    Singapore beBeeKnowledge Full time $60,000 - $80,000

    Job Title: Sales Product SpecialistJob Description:As a Sales Product Specialist, you will be responsible for visiting customer sites to understand their laboratory requirements and identify opportunities. You will also prepare and deliver compelling sales presentations and product demonstrations.You will diligently work through and prioritize sales...

  • Portfolio Sales Managernew

    1 week ago

    Singapore Convera Full time

    The Portfolio Sales Manager will be responsible for engaging the portfolio of customers in the market to drive revenue, retention and growth. This role involves - Achieving revenue targets in existing portfolio through retention, share of wallet growth and sales - Execute outbound revenue generating engagement with portfolio using data to identify...

  • Portfolio Sales Manager

    1 week ago

    Singapore SOL INVICTUS ADVISORY PTE. LTD. Full time

    Our client is a leading international bank looking for an experienced Portfolio Sales Manager. **JOB SUMMARY** - and medium-sized enterprises (SME). Products include commercial property loans, trade facilities, asset-based financing etc. Responsibilities include: - Maintaining existing borrowing accounts - Provide prudent financial and investment...

  • Portfolio Manager

    1 week ago

    Singapore Millennium Full time

    Join to apply for the Portfolio Manager role at Millennium . Work with the Portfolio Manager to develop, implement, and execute investment strategies. Manage live portfolio risk daily to ensure the portfolio operates within defined risk limits. Research new investment ideas, building investment theses or models. Hands-on trading and execution. Principal...